Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CWA
3876
Canvas Wealth Advisors
Kansas
$239M +$4.32M +2% 154
ASW
3877
Astoria Strategic Wealth
Texas
$239M +$20M +9% 33
IP
3878
Ignite Planners
California
$239M +$114M +91% 257
MAM
3879
MPM Asset Management
Massachusetts
$239M -$23.5M -9% 9
KC
3880
Kize Capital
New York
$239M +$22.5M +10% 8
IMA
3881
Investment Management Associates
Colorado
$239M +$26.2M +12% 45
BWM
3882
BCS Wealth Management
Tennessee
$239M +$26.4M +12% 197
HNW
3883
High Note Wealth
Minnesota
$239M -$11.5M -5% 100
HCM
3884
Harvey Capital Management
Florida
$239M +$7.89M +3% 82
CPG
3885
Cornerstone Planning Group
New Jersey
$239M 1,561
LWA
3886
LWS Wealth Advisors
New Jersey
$239M -$22.5M -9% 61
KJWM
3887
Kiley Juergens Wealth Management
Washington
$239M +$26M +12% 74
VM
3888
Varde Management
Minnesota
$239M -$103M -30% 18
FCCPG
3889
FountainVest China Capital Partners GP3
Cayman Islands
$239M +$88.3M +59% 1
DA
3890
Denali Advisors
California
$239M +$27M +13% 465
ST
3891
Somerset Trust
Pennsylvania
$238M +$23.7M +11% 153
CFG
3892
Compton Financial Group
Maryland
$238M +$21M +10% 36
SIA
3893
Sovereign Investment Advisors
Arizona
$238M +$14.9M +7% 33
PPW
3894
Presilium Private Wealth
Pennsylvania
$238M 48
BBNB
3895
Baker Boyer National Bank
Washington
$238M +$12.9M +6% 81
MVM
3896
Medicxi Ventures Management
Jersey
$238M -$2.1M -0.9% 7
ACM
3897
Athyrium Capital Management
New York
$238M -$29.1M -11% 11
GSWM
3898
Greenup Street Wealth Management
Michigan
$238M +$17.9M +8% 85
EPP
3899
ETF Portfolio Partners
Kansas
$238M +$11.5M +5% 51
JWM
3900
Jeppson Wealth Management
California
$238M +$17.2M +8% 215